United Insurance Services, LTD

Inside Account Assistant

Position Description

Job Title: Inside Account Assistant
Department: Sales Department
Supervision Received: Executive Sales Coordinator
Supervision Exercised: None
Location: Corporate Office
Revision Dates: August 2007

General Purpose

Support the general duties of the Inside Direct Market Agent

Essential Duties and Responsibilities

• Maintain scheduling for agents including PTM (permission to mail packets), quote sheets, and phone appointments.
• Run various reports from CATS database on a weekly, monthly or as needed basis
• Create, edit, print weekly Agent Report
• Adhere, maintain and exceed department goals
• Review scripts, conduct research, and cultivate new script and marketing ideas
• File agent activity reports, correspondence, production and renewals
• Analyze reports and investigate red-flags or discrepancies and provide feedback to management
• Participate in various meetings and projects to enhance department's creativity
• Work with IT department to create improved, authentic reporting
• Responds to agent inquiries regarding production statistics

Peripheral Duties

• Provides assistance to other departments as needed

Desired Minimum Qualifications

Education:
Graduation from high school or GED equivalent

Necessary Knowledge, Skills and Abilities:

Knowledge of Windows-based programs and Microsoft Office software are required

Skill in operation of listed tools and equipment (cpu, calculator, fax, scanner, printer, copier)

Ability to establish effective working relationships with employees, supervisors, and agents

Ability to work efficiently

Capacity to present information in one-on-one and small group situations to customers, clients, agents, and other employees

Special Requirements

None

Tools and Equipment Used

Personal computer, copy machine, 10-key calculator

Physical Demands

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle or operate objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to walk, talk or hear. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is moderate.

Selection Guidelines

Formal application, rating of education and experience, oral interview, background and reference check; job-related tests may be required.

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them for the position if the work is similar, related or a logical assignment to the position.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.